Configuring the MIDM Duplicate Records Page

The Duplicate Records page allows you to search for potential duplicate records, view a results list, and then view a comparison of the records you select. It also provides features to resolve or merge the potential duplicates in question. You can configure several aspects of the Duplicate Records page, including display options, search pages, and the results list.

The following topics provide instructions for each type of configuration:

• Configuring Duplicate Records Display Options

• Configuring Duplicate Records Search Pages

• Configuring the Duplicate Records Results List

Configuring Duplicate Records Display Options

You can configure certain display options for the Duplicate Records page, such as the name of the tabbed heading and the order in which the tab appears on the MIDM. Below is a sample of the display option elements for the Duplicate Records page.

<duplicate-records>
   <root-object>Person</root-object>
   <tab-name>Duplicate Records</tab-name>
   <screen-id>3</screen-id>
   <display-order>1</display-order>
   ...
</duplicate-records>

You should never need to modify the root-object or screen-id element for the Duplicate Records page.

To Configure Duplicate Records Display Options

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click midm.xml.

   The file opens in the NetBeans XML editor.

2. Scroll to the duplicate-records element (located in the gui-definition element).

3. To specify a different name for the Duplicate Record tab, modify the value of the tab-name element.

4. To change the order in which the Duplicate Records tab appears on the MIDM, change the value of the display-order element.

   ---

   Note –

   You might need to renumber the remaining tabs to keep the numbering sequential.

   ---

5. Save and close the file.

Configuring Duplicate Records Search Pages

For the Duplicate Records search pages, you can configure the names of the searches that can be performed, the fields to use as search criteria (within a limited set of system fields), and instructions for performing a search. Below is a sample of the search page configuration for the Duplicate Records page.

<duplicate-records>
   ...
      <simple-search-page>
         <screen-title>Advanced Search</screen-title>
         <search-result-id>0</search-result-id>
         <search-screen-order>0</search-screen-order>
         <show-euid>true</show-euid>
         <show-lid>true</show-lid>
         <show-status>true</show-status>
         <show-create-date>true</show-create-date>
         <show-create-time>true</show-create-time>
         <instruction></instruction>
         <field-group/>
      </simple-search-page>
      ...
</duplicate-records>

To Configure the Duplicate Records Search Page

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click midm.xml.

   The file opens in the NetBeans XML editor.

2. Scroll to the duplicate-records element (located in the gui-definition element).

3. Modify any of the elements described in Duplicate Records Search Page Elements.

4. Save and close the file.

Configuring the Duplicate Records Results List

For the Duplicate Records results list, you can configure the number of results to display at one time, the total number of results a search can return, and the fields that appear in the results list. Below is a sample results list configuration for the Duplicate Records page.

<duplicate-records>
   ...
   <search-result-pages>
      <search-result-list-page>
         <search-result-id>0</search-result-id>
         <item-per-page>10</item-per-page>
         <max-result-size>100</max-result-size>
         <field-group>
            <description></description>
            <field-ref>Person.FirstName</field-ref>
            <field-ref>Person.LastName</field-ref>
            <field-ref>Person.SSN</field-ref>
            <field-ref>Person.DOB</field-ref>
            <field-ref>Person.Gender</field-ref>
         </field-group>
      </search-result-list-page>
   </search-result-pages>
</duplicate-records>

To Configure the Duplicate Records Results List

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click midm.xml.

   The file opens in the NetBeans XML editor.

2. Scroll to the duplicate-records element (located in the gui-definition element).

3. Modify any of the elements described in Duplicate Records Search Results List Elements.

4. To add a field to the results list, create and name a new field-ref element in the field-group element.

5. To delete a field from the results list, delete the field-ref element defining the field.

6. Save and close the file.